Institutional Ownership Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS). We have compiled data on the 631 institutions that hold shares in the stock, with a total of 343 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
125,420
shares
|
$5.68 Million
3.74% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
125,037
shares
|
$5.67 Million
0.14% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
124,215
shares
|
$5.63 Million
0.0% of portfolio
|
Q3 2024
Added 88.26%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
123,762
shares
|
$5.61 Million
3.64% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
120,253
shares
|
$5.45 Million
0.83% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
116,864
shares
|
$5.3 Million
0.67% of portfolio
|
Q3 2024
Added 45.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
116,598
shares
|
$5.28 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
116,506
shares
|
$5.28 Million
0.53% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
115,817
shares
|
$5.25 Million
2.75% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
115,717
shares
|
$5.24 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
114,918
shares
|
$5.21 Million
1.39% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
113,477
shares
|
$5.14 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
108,567
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2024
Added 62.92%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
108,434
shares
|
$4.91 Million
1.04% of portfolio
|
Q3 2024
Added 102.22%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
107,995
shares
|
$4.89 Million
2.31% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
104,823
shares
|
$4.75 Million
0.77% of portfolio
|
Q3 2024
Added 786.0%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
104,664
shares
|
$4.74 Million
0.42% of portfolio
|
Q3 2024
Added 39.49%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
104,020
shares
|
$4.71 Million
0.99% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
101,513
shares
|
$4.6 Million
0.66% of portfolio
|
Q4 2024
Added 205.35%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
101,495
shares
|
$4.6 Million
0.58% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
100,188
shares
|
$4.54 Million
1.53% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
98,820
shares
|
$4.48 Million
0.07% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Chandler Asset Management, Inc.
|
Oct 31, 2024 Q3 2024 |
98,630
shares
|
$4.47 Million
0.88% of portfolio
|
Q3 2024
Added 30.71%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
90,499
shares
|
$4.1 Million
0.03% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
90,441
shares
|
$4.1 Million
2.63% of portfolio
|
Q3 2024
Reduced 3.89%
|